5. "CRM Writeback" Component

CRM -> Third-Party Integration Flow

The integration flow from CRM to a third-party system can write back synchronization results to CRM business records after the target-system execution step by configuring the Write Back to CRM component. This lets front-line users see the sync status directly on CRM records.

Warning 1. Because the component writes into fields on CRM business objects, ensure the corresponding CRM object has the necessary fields to store the recorded values. 2. Fields used by this component cannot be used in the field mapping step, and vice versa. 3. The component currently supports recording four fields. Remove any unused fields with the “Remove” action. 4. Only data that triggers the flow will have its sync results written to the corresponding CRM fields. Data that does not trigger the flow (for example, filtered-out records) will not be written. Execution action results configured on the target-system component will all be recorded.

If you need to write back additional fields, you can configure them yourself. Note: don’t forget to implement the corresponding API.